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Natco Pharma has seen a sharp correction, now trading around ₹913 — nearly 35–40% below its recent highs.📉 Market Fear: The stock has been heavily punished due to concerns about Revlimid revenue loss post-2026.💰 Strong Financials: Debt-free, over ₹3000 Cr cash reserves, consistent free cash flow. 🚀 Upcoming Triggers: Para-IV filings (Semaglutide, Olaparib), agrochemical business expansion, and potential acquisitions. 📊 Valuation: Current P/E ~9–10x, significantly lower than the broader pharma sector average of 20–25x. My personal 1-year view based on current data:Potential recovery to ₹1300–1500 if key triggers play out. Downside appears limited unless significant negative developments emerge. Risk-reward appears favorable at current levels for long-term investors. Note: This is not a recommendation - just my personal interpretation based on public information.📢 Are you tracking Natco Pharma or other pharma stocks? <a data-mce-href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" target="_blank" rel="noopener" data-mce-selected="inline-boundary">click to open a free demat account</a> with us at mydemat.com.&nbsp;📢 Disclaimer: The content provided on this blog is for educational and informational purposes only. It does not constitute financial, investment, or trading advice and should not be interpreted as a recommendation to buy, sell, or hold any security.The views expressed are personal opinions based on publicly available information and market trends. I am not a SEBI-registered investment advisor or analyst.Readers are strongly advised to consult with a SEBI-registered financial advisor before making any investment decisions. The blog owner will not be held responsible for any financial losses incurred based on the content published here.

Natco Pharma - Current Valuation

India’s wind energy pioneer Suzlon Energy just delivered a blockbuster Q4 FY25 result. But should investors ride the wind or book profits? Let’s break down the highlights, red flags, and future outlook to help you decide.&nbsp; 🌟 Highlights of Q4 FY25 – Record-Breaking Performance Revenue: ₹10,851 Cr (67% YoY growth) EBITDA: ₹1,857 Cr (80% YoY growth) PAT: ₹2,072 Cr (190% YoY growth, includes deferred tax gain) EBITDA Margin: 17.1% (up from 15.8% in FY24) “We achieved all-time high deliveries of 1,550 MW and secured over 5.5 GW in orders, including a 1.5 GW win from NTPC.” – Suzlon Management &nbsp; 💼 What’s Fueling This Growth? ✅ Mega Order Book: Over 5.5 GW, led by PSU, C&amp;I, and Utility segments ✅ S144 Wind Turbine: A made-in-India flagship product with over 5 GW orders ✅ OMS (Operations &amp; Maintenance): Covers 15 GW in India, ~40% EBITDA margin ✅ Policy Tailwinds: Fully compliant with RLMM domestic manufacturing norms ✅ Clean Balance Sheet: Net worth ₹6,106 Cr, net cash ₹1,943 Cr &nbsp; ⚠️ Red Flags &amp; Risks to Watch ❗ Deferred Tax Boost: ₹638 Cr in PAT is from deferred tax; not a recurring profit ❗ Execution Delays: Land acquisition and grid connectivity remain pain points ❗ Margin Pressure: Shift towards lower-margin WTG (Wind Turbine Generator) segment ❗ Capex and Liabilities: ₹900 Cr liabilities added for Renom and HQ put-call deals ❗ Valuation Caution: Rally might have priced in FY26 optimism early &nbsp; 📈 FY26 Outlook: Can It Deliver? 📊 60%+ growth guided across revenue, EBITDA, PAT, and deliveries ⚙️ No need for major capex; existing 4.5 GW capacity can scale to 5.5 GW with better utilization 🌍 Exploring export potential, repowering, and non-wind sectors like defence &amp; railways “We are not just ready — we are building for the next phase of India’s green energy future.” – JP Chalasani, CEO, Suzlon Energy✅ Verdict:&nbsp; Suzlon is back on the growth path. With a cleaner balance sheet, strong order book, and government-aligned strategy, it’s well-positioned. 🔍 Final Thoughts Suzlon’s FY25 numbers are proof that India’s wind energy story is gaining momentum again. But as always, execution and delivery will separate the hype from reality.&nbsp; 📢 Are you tracking Suzlon or other green energy stocks? click to <a data-mce-href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" target="_blank" rel="noopener">open a free demat account</a> with us at mydemat.com.&nbsp;📢 Disclaimer: The content provided on this blog is for educational and informational purposes only. It does not constitute financial, investment, or trading advice and should not be interpreted as a recommendation to buy, sell, or hold any security.The views expressed are personal opinions based on publicly available information and market trends. I am not a SEBI-registered investment advisor or analyst.Readers are strongly advised to consult with a SEBI-registered financial advisor before making any investment decisions. The blog owner will not be held responsible for any financial losses incurred based on the content published here.

Suzlon Energy Q4 FY25 Results: Is the Wind Back in Its Sails?

solar panels and green nature, renewable energy. sustainable energy to businesses, homes, and smart city. new generation of power. clean and environmental friendly.

Alpex Solar Limited, a Greater Noida-based solar module manufacturer, has demonstrated remarkable growth in FY2025, solidifying its position as a significant player in India's renewable energy sector.📊 FY2025 Financial Performance In the fiscal year ending March 2025, Alpex Solar achieved substantial financial milestones:<ul><li>Revenue: ₹779.23 crore, marking a 92.6% increase from ₹404.43 crore in FY2024.&nbsp;</li><li>Net Profit: ₹83 crore, up from ₹29.05 crore in FY2024.&nbsp; </li><li>Operating Profit Margin (OPM): Improved to 16% from 9% in the previous year. </li><li>Return on Capital Employed (ROCE): Increased to 52%, indicating efficient capital utilization.</li></ul> The company's robust performance is attributed to enhanced operational efficiency and strategic expansion initiatives.&nbsp; Strategic Expansion Initiatives Alpex Solar is actively expanding its manufacturing capabilities to meet the growing demand for solar energy solutions:Solar Module Manufacturing: The company expanded its existing Greater Noida facility to 1.2 GW and plans to add another 1.2 GW plant, aiming for a total capacity of 2.4 GW by FY2026. Solar Cell Production: Alpex is constructing a 1.6 GW solar cell manufacturing facility in Mathura, with the first 500 MW phase expected to be operational by December 2025 and full operations by September 2026.Aluminum Frame Production: A new facility for aluminum frame production is slated to begin operations by December 2025, further enhancing the company's vertical integration.&nbsp;These expansions are poised to strengthen Alpex Solar's market position and contribute significantly to India's renewable energy goals.&nbsp; &nbsp;Future Outlook: With its aggressive expansion plans and consistent financial growth, Alpex Solar is well-positioned to capitalize on the increasing demand for renewable energy solutions in India. The company's strategic initiatives align with the nation's vision for sustainable development and energy self-reliance.📈 Looking to Invest in Solar energy Stocks? Explore top-performing solar energy stocks, compare fundamentals, and click to <a data-mce-href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" href="https://diy.sharekhan.com/app/Account/Register?grpcd=11699&amp;type=pb&amp;grpid=12105" target="_blank" rel="noopener">open a free demat account</a> with us at mydemat.com.&nbsp;📢 Disclaimer: The content provided on this blog is for educational and informational purposes only. It does not constitute financial, investment, or trading advice and should not be interpreted as a recommendation to buy, sell, or hold any security.The views expressed are personal opinions based on publicly available information and market trends. I am not a SEBI-registered investment advisor or analyst.Readers are strongly advised to consult with a SEBI-registered financial advisor before making any investment decisions. The blog owner will not be held responsible for any financial losses incurred based on the content published here.

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Stay Updated with the Market – Simplified for You 🧠

Natco Pharma - Current Valuation

Suzlon Energy Q4 FY25 Results: Is the Wind Back in Its Sa...

Alpex Solar: Powering Ahead in India's Renewable Energy L...